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gwynfryn

gwynfryn
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  • A BlackBerry - Chinese Company Merger Serves Apple And Maybe Hackers Too [View article]
    Now that's an angle I hadn't thought of, Michael! That said, I think it's unfair to tar all chinese companies with the same brush; Lenovo looks to me to be a very well run and dynamic company. Yes, I'd still be wary of a tie up with somthing under chinese government control, but would it be so difficult for them to set up a joint entity that only operates outside China?

    Not saying they should, just food for thought...
    Jun 14 11:29 AM | Likes Like |Link to Comment
  • Sandstorm Gold: Problems Begin At $1,000 Gold [View article]
    Or, "FED money printing has quadrupled the US dollar money supply" in terms of units, but those unit values fall, accordingly.
    Jun 14 11:19 AM | Likes Like |Link to Comment
  • Facebook: Is Yahoo's Tumblr Tempting Insiders To Run? [View article]
    Agreed, Bu; I used to think this a 12$ stock, but they're making a fair bit more money now, so I'd up that to around 15$. It could in reality go over 30$, but only for the same reason it's always been overpriced, which is expectations from loyal fans, a sort of self fulfilling prophecy.
    Jun 14 11:14 AM | Likes Like |Link to Comment
  • Facebook: Is Yahoo's Tumblr Tempting Insiders To Run? [View article]
    Hold on, ha; anything could happen with this stock!
    Jun 14 11:10 AM | Likes Like |Link to Comment
  • Nokia's 'Mobile Phone Upgrade Market' Strategy Is Working [View article]
    But John, isn't this continuous expectation of "ground breaking" new products getting a bit silly? OK, it's not quite a mature technology, but it's getting close, so how much more progress can there possibly be?
    Jun 14 09:56 AM | Likes Like |Link to Comment
  • Google (GOOG) "buying Waze is all defense but great defense wins championships," tweets Howard Lindzon. Quartz's Gideon Lichfield argues a deal, which would reel in 50M users and the top provider of crowdsourced maps/traffic/POI data, "would deal a death blow" to Apple (AAPL) and Facebook's (FB) efforts to develop rival maps platforms (Google Maps already has 1.3K data sources). In Facebook's case, it would also throw a wrench into efforts to be a go-to source for local content and ads. But regulators could oppose Google, given its mobile maps dominance. Sources claim Waze CEO Noam Bardin will remain following a deal, and that Waze's Israeli R&D ops will stay put for at least 3 years. [View news story]
    To make it a fiberless carrier, Tuf???? I don't understand...
    Jun 14 09:48 AM | Likes Like |Link to Comment
  • Google (GOOG) "buying Waze is all defense but great defense wins championships," tweets Howard Lindzon. Quartz's Gideon Lichfield argues a deal, which would reel in 50M users and the top provider of crowdsourced maps/traffic/POI data, "would deal a death blow" to Apple (AAPL) and Facebook's (FB) efforts to develop rival maps platforms (Google Maps already has 1.3K data sources). In Facebook's case, it would also throw a wrench into efforts to be a go-to source for local content and ads. But regulators could oppose Google, given its mobile maps dominance. Sources claim Waze CEO Noam Bardin will remain following a deal, and that Waze's Israeli R&D ops will stay put for at least 3 years. [View news story]
    I can understand that, but from a business point of view, preventing the competition from eating into one's profits, is no different from generating more; it's all about the bottom line!
    Jun 14 09:46 AM | Likes Like |Link to Comment
  • Google (GOOG) is on the verge of closing a $1.3B acquisition of Waze, according to Globes. Talks with Facebook (FB) fell apart in late May over location issues. Apple (AAPL) was also thought to be a suitor of the mobile navigation app provider until Tim Cook said otherwise. [View news story]
    Good point, bg, but then, the function won't be of any use if there are no shops, restaurants, whatever, to make use of...
    Jun 14 09:43 AM | Likes Like |Link to Comment
  • Google (GOOG) is on the verge of closing a $1.3B acquisition of Waze, according to Globes. Talks with Facebook (FB) fell apart in late May over location issues. Apple (AAPL) was also thought to be a suitor of the mobile navigation app provider until Tim Cook said otherwise. [View news story]
    Good questions all, pos!
    Jun 14 09:41 AM | Likes Like |Link to Comment
  • Google (GOOG) is on the verge of closing a $1.3B acquisition of Waze, according to Globes. Talks with Facebook (FB) fell apart in late May over location issues. Apple (AAPL) was also thought to be a suitor of the mobile navigation app provider until Tim Cook said otherwise. [View news story]
    Right, HC, and also denying it to others.
    Jun 14 09:40 AM | Likes Like |Link to Comment
  • Google (GOOG) is on the verge of closing a $1.3B acquisition of Waze, according to Globes. Talks with Facebook (FB) fell apart in late May over location issues. Apple (AAPL) was also thought to be a suitor of the mobile navigation app provider until Tim Cook said otherwise. [View news story]
    It's down to what the market dictates; FB were rumoured to be willing to pay 1.1B$, and to my mind Google are on a winner, for not only have they bought stuff that complements their own maps, they have also gained from denying a competitor to FB, which would have watered down their own value. So win-win.

    As for absolute value, Waze does look easier to monetise than anything else I've seen (you're in a strange town; you want to eat, buy fuel, a phone card, whatever, and not only do you find it immediately, so does the advertiser know he just got his money's worth!) so I expect they'll get their money back in time, and to Google, how long it takes doesn't really matter...
    Jun 14 09:38 AM | Likes Like |Link to Comment
  • Google (GOOG) is on the verge of closing a $1.3B acquisition of Waze, according to Globes. Talks with Facebook (FB) fell apart in late May over location issues. Apple (AAPL) was also thought to be a suitor of the mobile navigation app provider until Tim Cook said otherwise. [View news story]
    Stop it Kurt; my ribs are hurting!
    Jun 14 09:30 AM | Likes Like |Link to Comment
  • Sandstorm Gold: Problems Begin At $1,000 Gold [View article]
    Or, I get all that, but recall that, when Nero bullied his coiners into adulterating his gold with 20% copper, not only did he do nicely by it, but so did a lot of other people in the know, who started storing the more valuable previous coinage, whilst getting rid of the more base coinage that came their way, so using gold was never an absolute guarantee.

    I'll accept your 1.5% figure, which you set such store by, but note that that is a compounded figure, year on year, and is thus coming out of the ground ever faster, and far faster than it did even a century ago, so unless mining is interdicted, the stability you refer to will eventually be no more. Perhaps you can do the calculation I refer to in my previous post? We may be there already!

    Should I ever have so much money that I need to worry about our perpetual QE (but why, then, should I worry, being far richer than most?) then I'd buy that other great "value store", land! No storage fees, hard to steal (provided there's still law and order) and can even be rented out for productive use (and I'd retain enough to grow my own spuds, etc., which is about he only way I'm ever likely to be able to eat organic, at today's prices...)
    Jun 14 09:25 AM | Likes Like |Link to Comment
  • Sandstorm Gold: Problems Begin At $1,000 Gold [View article]
    Hi Hy! If "as good record keeping goes to be ideal to represent monies" means what I think you meant, then it's worth noting that, almost from the moment someone invented coins, the gold began to be adulterated with silver, and silver with copper, so it's never been as solid as most people think, which supports my thesis.

    Yes, historically it was rare, but is that still true? It can now be mined faster than at anytime in history. I don't know how this could be calculated, but it seems to me likely that the amount there is in useless storage today, at today's prices, would be more than sufficient, coined, to replace all other forms of money. If so, what would be the value of the unused portion?
    Jun 14 09:10 AM | Likes Like |Link to Comment
  • Sandstorm Gold: Problems Begin At $1,000 Gold [View article]
    Would that be Confederate dollars, he? Yes it can, and has, happened.
    Jun 14 09:01 AM | Likes Like |Link to Comment
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